SDWMA

Schneider Downs Wealth Management Advisors Portfolio holdings

AUM $843M
1-Year Est. Return 16.03%
This Quarter Est. Return
1 Year Est. Return
+16.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$438M
AUM Growth
-$49.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$5.41M
2
+$3.1M
3
+$1.17M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$949K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$534K

Top Sells

1
+$47.4M
2
+$2.73M
3
+$1.39M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$936K
5
JPIN icon
JPMorgan Diversified Return International Equity ETF
JPIN
+$789K

Sector Composition

1 Financials 27.34%
2 Technology 3.93%
3 Industrials 1.19%
4 Energy 0.46%
5 Consumer Discretionary 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$727K 0.17%
3,882
-63
52
$697K 0.16%
4,009
53
$643K 0.15%
3,235
-451
54
$625K 0.14%
22,740
-4,260
55
$607K 0.14%
8,578
56
$587K 0.13%
3,611
-66
57
$585K 0.13%
8,163
58
$579K 0.13%
7,938
+54
59
$540K 0.12%
8,007
-2,857
60
$535K 0.12%
5,628
+20
61
$524K 0.12%
2,159
62
$521K 0.12%
19,170
63
$503K 0.11%
1,462
64
$491K 0.11%
20,555
65
$484K 0.11%
4,065
+10
66
$467K 0.11%
4,361
67
$464K 0.11%
1,255
68
$438K 0.1%
3,657
+10
69
$417K 0.1%
5,562
70
$391K 0.09%
283,611
71
$386K 0.09%
717
72
$384K 0.09%
1,015
73
$378K 0.09%
1,704
74
$376K 0.09%
4,500
75
$373K 0.09%
8,483
1 2
3
4 5